Baker Tilly Wealth Management’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History

Baker Tilly Wealth Management’s Portfolio QDEC Stock Details QDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-26,081	Closed	-$617K	–	455
2023 Q4	$617K	Buy	26,081 +6,331	+32%	+$147K	0.1%	222
2023 Q3	$447K	Hold	19,750	–	–	0.07%	283
2023 Q2	$442K	Hold	19,750	–	–	0.05%	370
2023 Q1	$410K	Buy	+19,750	New	+$389K	0.05%	383

Other funds holding QDEC

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Baker Tilly Wealth Management's QDEC Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of FT Vest Growth-100 Buffer ETF December (QDEC) in Q1 2024, closing a stake of 26,081 shares — an estimated $617K sold.

Baker Tilly Wealth Management first reported a position in QDEC in Q1 2023 and held it in 4 quarters. The position peaked at $617K in Q4 2023. 90 funds tracked by Wall St. Rank hold QDEC as of Q1 2024.

Baker Tilly Wealth Management reported no remaining FT Vest Growth-100 Buffer ETF December position as of Q1 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 26,081 FT Vest Growth-100 Buffer ETF December shares in Q1 2024, an estimated $617K.
Baker Tilly Wealth Management first reported a position in FT Vest Growth-100 Buffer ETF December in Q1 2023 and held it in 4 quarters.
Baker Tilly Wealth Management's FT Vest Growth-100 Buffer ETF December position peaked at $617K in Q4 2023.
90 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF December as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.